Secured Retirement Advisors, LLC Portfolio Holdings by Sector
Secured Retirement Advisors, LLC
- $155 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BOND SPYV IHDG BSV JEPQ SDVY CTA JAAA 22 stocks |
$27.1 Million
21.23% of portfolio
|
9
|
12
|
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM AVGO TXN 4 stocks |
$9.03 Million
7.07% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW 3 stocks |
$7.53 Million
5.9% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6.79 Million
5.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL MTCH 3 stocks |
$5.6 Million
4.39% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW PH CMI GNRC 4 stocks |
$5.06 Million
3.96% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$3.78 Million
2.96% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C WFC 3 stocks |
$3.41 Million
2.67% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE TEX 3 stocks |
$3.24 Million
2.54% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.17 Million
2.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$2.88 Million
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$2.78 Million
2.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL KMB 2 stocks |
$2.75 Million
2.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BPOP USB 2 stocks |
$2.58 Million
2.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F 3 stocks |
$2.47 Million
1.93% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$2.21 Million
1.73% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$2.19 Million
1.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2 Million
1.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT BA LMT 3 stocks |
$1.86 Million
1.46% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV BMY PFE 4 stocks |
$1.81 Million
1.42% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED 1 stocks |
$1.62 Million
1.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.58 Million
1.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.55 Million
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.55 Million
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$1.55 Million
1.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$1.44 Million
1.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1.44 Million
1.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$1.41 Million
1.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$1.39 Million
1.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.37 Million
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$1.31 Million
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1.3 Million
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1.2 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Software—Application | Technology
CRM 1 stocks |
$1.2 Million
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$1.17 Million
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1.13 Million
0.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$1.08 Million
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$1.05 Million
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
OEC 1 stocks |
$987,593
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$986,024
0.77% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN 1 stocks |
$926,045
0.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$923,154
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$725,430
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$292,808
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$242,301
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|